Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEALTH ALLIANCE | 05-10-2024 | 03-31-2024 | 516 | 762,290,984 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DUPONT DE NEMOURS INC | COM | 501 | $505,946 | 6,599 | 0.00 | 0.00 | -93 | -1.39 | 03-31-2024 |
| CHARLES RIV LABS INTL INC | COM | 502 | $503,425 | 1,858 | 0.00 | 0.00 | 6 | 0.32 | 03-31-2024 |
| EDISON INTL | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -777 | -9.03 | 12-31-2023 |
| VANGUARD WORLD FD | INDUSTRIAL ETF | 504 | $494,174 | 2,024 | 0.00 | 0.00 | -86 | -4.08 | 03-31-2024 |
